要闻 来源:正信期货 时间:2026-02-10 08:57:56
(资料图片)
近期PVC低位反弹是资金情绪面、出口政策及成本端多因素共振的结果,而非供需基本面根本性改善的体现。中期来看,低估值给与PVC安全边际,核心驱动需看到供需面改善,包括供应端高成本产能部分退出、需求端房地产行业边际复苏等,预计年内PVC价格重心将逐步抬升,但上行空间有限。
(文章来源:正信期货)
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